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Brown Miller Wealth Management, LLC

Q2 2026 · 13F-HR

Brown Miller Wealth Management, LLCholdings as filed

Filed 2026-07-16 · accession 0001840084-26-000004

$397.2M
Reported value
204
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$53.0M13.3%264,758CommonSOLE
037833100AAPLAPPLE INC$32.5M8.18%112,243CommonSOLE
594918104MSFTMICROSOFT CORP$16.1M4.06%43,213CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$14.9M3.75%45,560CommonSOLE
02079K305GOOGLALPHABET INC$13.4M3.38%37,562CommonSOLE
11135F101AVGOBROADCOM INC$9.0M2.26%23,790CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$7.9M1.98%227,088CommonSOLE
78464A854SPYMSPDR SERIES TRUST$7.7M1.94%87,619CommonSOLE
17275R102CSCOCISCO SYS INC$7.2M1.81%61,321CommonSOLE
023135106AMZNAMAZON COM INC$5.6M1.41%23,555CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.2M1.31%59,215CommonSOLE
H1467J104CBCHUBB LTD SWITZ$5.2M1.31%15,217CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.1M1.27%84,782CommonSOLE
032095101APHAMPHENOL CORP$4.9M1.24%27,856CommonSOLE
G54950103LINLINDE PLC$4.9M1.24%9,464CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.9M1.22%13,138CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.9M1.22%11,685CommonSOLE
032654105ADIANALOG DEVICES INC$4.8M1.20%11,994CommonSOLE
00287Y109ABBVABBVIE INC$4.7M1.19%18,710CommonSOLE
532457108LLYELI LILLY & CO$4.7M1.18%3,921CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.5M1.13%140,631CommonSOLE
548661107LOWLOWES COS INC$4.2M1.07%19,212CommonSOLE
92826C839VVISA INC$4.1M1.03%11,930CommonSOLE
002824100ABTABBOTT LABORATORIES$3.8M0.96%41,809CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.7M0.93%13,126CommonSOLE
75513E101RTXRTX CORPORATION$3.6M0.91%18,985CommonSOLE
464287507IJHISHARES TR$3.5M0.89%45,894CommonSOLE
254687106DISDISNEY WALT CO$3.5M0.88%36,226CommonSOLE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$3.3M0.83%35,367CommonSOLE
742718109PGPROCTER & GAMBLE CO$3.3M0.82%22,189CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.2M0.80%8,972CommonSOLE
09290D101BLKBLACKROCK INC$3.1M0.78%3,234CommonSOLE
02079K107GOOGALPHABET INC$3.0M0.74%8,362CommonSOLE
58933Y105MRKMERCK & CO INC$2.9M0.74%22,736CommonSOLE
863667101SYKSTRYKER CORPORATION$2.9M0.72%9,097CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M0.72%5,702CommonSOLE
166764100CVXCHEVRON CORPORATION$2.8M0.70%16,731CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.7M0.68%14,933CommonSOLE
74340W103PLDPROLOGIS INC.$2.6M0.65%19,199CommonSOLE
756109104OREALTY INCOME CORP$2.6M0.65%41,583CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$2.6M0.65%15,946CommonSOLE
833445109SNOWSNOWFLAKE INC$2.5M0.63%9,799CommonSOLE
98149E303GLDMWORLD GOLD TR$2.1M0.52%25,958CommonSOLE
98419M100XYLXYLEM INC$2.1M0.52%17,358CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.0M0.51%16,491CommonSOLE
464287200IVVISHARES TR$2.0M0.51%2,691CommonSOLE
922908629VOVANGUARD INDEX FDS$2.0M0.50%24,551CommonSOLE
04010L103ARCCARES CAPITAL CORP$1.9M0.48%102,473CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.9M0.47%16,654CommonSOLE
78468R663BILSPDR SERIES TRUST$1.8M0.46%19,958CommonSOLE
26740W109QBTSD-WAVE QUANTUM INC$1.7M0.44%72,421CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.43%3,344CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.7M0.42%27,332CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.7M0.42%3,364CommonSOLE
373865104GABCGERMAN AMERN BANCORP INC$1.6M0.41%34,369CommonSOLE
82846H405QXOQXO INC$1.6M0.40%91,528CommonSOLE
747525103QCOMQUALCOMM INC$1.5M0.39%8,298CommonSOLE
855244109SBUXSTARBUCKS CORP$1.5M0.38%14,685CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.5M0.37%2,921CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.5M0.37%47,024CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.5M0.37%15,107CommonSOLE
09260D107BXBLACKSTONE INC$1.4M0.36%12,207CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.4M0.34%24,079CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.3M0.33%15,077CommonSOLE
311900104FASTFASTENAL CO$1.2M0.30%24,801CommonSOLE
29364G103ETRENTERGY CORP NEW$1.1M0.29%9,885CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.28%5,122CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.27%4,154CommonSOLE
37960A529SHLDGLOBAL X FDS$1.0M0.26%17,324CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.0M0.26%16,804CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$999,1150.25%23,603CommonSOLE
580135101MCDMCDONALDS CORP$991,8510.25%3,669CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$990,3400.25%23,390CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$985,1580.25%1,597CommonNONE
03027X100AMTAMERICAN TOWER CORP$956,1160.24%5,845CommonSOLE
46436E718SGOVISHARES TR$954,1770.24%9,478CommonNONE
219350105GLWCORNING INC$937,5550.24%3,670CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$913,6710.23%977CommonSOLE
244199105DEDEERE & CO$898,8460.23%1,417CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$881,1190.22%18,668CommonSOLE
Y2573F102FLEXFLEX LTD$862,5360.22%5,322CommonSOLE
46432F388VLUEISHARES TR$853,3890.21%4,271CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$833,4070.21%13,023CommonSOLE
931142103WMTWALMART INC$822,8730.21%7,265CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$814,0830.20%3,440CommonSOLE
29084Q100EMEEMCOR GROUP INC$801,7490.20%966CommonNONE
36828A101GEVGE VERNOVA INC$793,1650.20%675CommonSOLE
038222105AMATAPPLIED MATLS INC$792,4320.20%1,096CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$783,7080.20%4,231CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$768,9070.19%20,917CommonSOLE
02209S103MOALTRIA GROUP INC$762,6700.19%10,600CommonSOLE
56585A102MPCMARATHON PETE CORP$760,8740.19%2,976CommonSOLE
375558103GILDGILEAD SCIENCES INC$757,5640.19%5,996CommonSOLE
199908104FIXCOMFORT SYS USA INC$733,3730.18%370CommonNONE
670100205NVONOVO-NORDISK A S$716,6840.18%14,950CommonSOLE
464287234EEMISHARES TR$711,2590.18%10,397CommonNONE
437076102HDHOME DEPOT INC$692,2300.17%1,963CommonSOLE
464287655IWMISHARES TR$680,6970.17%2,266CommonSOLE
92204A504VHTVANGUARD WORLD FD$656,0280.17%2,194CommonSOLE
833034101SNASNAP ON INC$642,6330.16%1,597CommonNONE
464286608EZUISHARES INC$640,5820.16%9,217CommonNONE
33734Y109FYXFIRST TR EXCHANGE-TRADED ALP$634,4730.16%4,397CommonNONE
235851102DHRDANAHER CORP DEL$622,8700.16%3,270CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$622,1330.16%6,610CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$618,7720.16%298CommonSOLE
713448108PEPPEPSICO INC$609,5840.15%4,502CommonSOLE
95040Q104WELLWELLTOWER INC$608,7960.15%2,682CommonNONE
842587107SOSOUTHERN CO$608,5250.15%6,358CommonSOLE
G87110105FTITECHNIPFMC PLC$602,4280.15%9,086CommonNONE
969457100WMBWILLIAMS COS INC$601,6280.15%8,093CommonSOLE
46140H502DBPINVESCO DB MULTI-SECTOR COMM$597,4740.15%6,461CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$590,8340.15%12,892CommonSOLE
78463V107GLDSPDR GOLD TR$587,1980.15%1,594CommonNONE
761152107RMDRESMED INC$578,7940.15%2,970CommonSOLE
80004C200SNDKSANDISK CORP$554,7900.14%244CommonNONE
025816109AXPAMERICAN EXPRESS CO$554,7300.14%1,640CommonSOLE
464287861IEVISHARES TR$553,0040.14%7,591CommonNONE
281020107EIXEDISON INTL$552,7910.14%7,425CommonNONE
922908751VBVANGUARD INDEX FDS$545,6160.14%1,800CommonSOLE
443201108HWMHOWMET AEROSPACE INC$538,0020.14%2,001CommonNONE
857477103STTSTATE STR CORP$535,8130.13%3,175CommonSOLE
30231G102XOMEXXON MOBIL CORP$531,0000.13%3,884CommonSOLE
92939U106WECWEC ENERGY GROUP INC$528,7350.13%4,528CommonNONE
97717W802DTHWISDOMTREE TR$528,0590.13%9,759CommonNONE
427866108HSYHERSHEY CO$523,3290.13%2,983CommonNONE
743315103PGRPROGRESSIVE CORP$516,5440.13%2,365CommonNONE
194162103CLCOLGATE PALMOLIVE CO$516,0670.13%5,629CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$510,9860.13%6,269CommonNONE
74762E102QUREQUANTA SVCS INC$509,7100.13%708CommonNONE
609207105MDLZMONDELEZ INTL INC$506,1540.13%8,751CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$503,7350.13%2,644CommonSOLE
902973304USBUS BANCORP$499,7490.13%8,274CommonSOLE
87612G101TRGPTARGA RES CORP$494,1820.12%1,843CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$489,7390.12%2,516CommonNONE
665859104NTRSNORTHERN TR CORP$488,8380.12%2,812CommonNONE
14149Y108CAHCARDINAL HEALTH INC$472,9330.12%1,995CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$469,4180.12%7,786CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$467,8700.12%5,375CommonNONE
876030107TPRTAPESTRY INC$467,3220.12%3,193CommonNONE
46428Q109SLVISHARES SILVER TR$444,2290.11%8,308CommonNONE
921909768VXUSVANGUARD STAR FDS$430,7840.11%5,039CommonSOLE
482480100KLACKLA CORP$427,9150.11%1,418CommonSOLE
189054109CLXCLOROX CO DEL$410,3920.10%4,300CommonNONE
55024U109LITELUMENTUM HLDGS INC$409,2950.10%477CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$408,2310.10%16,588CommonNONE
126408103CSXCSX CORP$405,0010.10%8,521CommonSOLE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$396,7370.10%2,322CommonSOLE
31620R303FNFFIDELITY NATL FINL INC$395,5310.10%8,387CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$385,5290.10%2,930CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$384,4910.10%5,396CommonSOLE
25746U109DDOMINION ENERGY INC$380,9160.10%5,578CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$376,7210.09%2,751CommonNONE
126650100CVSCVS HEALTH CORP$375,6770.09%3,631CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$373,8280.09%1,283CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$359,6010.09%3,163CommonNONE
438516205HONHONEYWELL INTL INC$354,4340.09%1,583CommonSOLE
43849R105HONAHONEYWELL AEROSPACE INC$349,9690.09%1,583CommonSOLE
704326107PAYXPAYCHEX INC$349,2680.09%3,552CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$348,7950.09%6,897CommonSOLE
260557103DOWDOW HLDGS INC$348,5590.09%12,740CommonSOLE
25243Q205DEODIAGEO PLC$336,7200.08%4,189CommonNONE
871829107SYYSYSCO CORP$334,1530.08%3,998CommonSOLE
816851109SRESEMPRA$330,4180.08%3,564CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$329,3530.08%2,983CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$315,4300.08%2,868CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$309,6760.08%6,284CommonSOLE
291011104EMREMERSON ELEC CO$305,4370.08%2,134CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$294,2280.07%3,195CommonSOLE
29250N105ENBENBRIDGE INC$293,2070.07%5,409CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$291,8570.07%1,303CommonSOLE
458140100INTCINTEL CORP$290,0120.07%2,077CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$289,8380.07%1,278CommonNONE
907818108UNPUNION PAC CORP$289,4710.07%1,064CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$289,1020.07%1,535CommonSOLE
369604301GEGE AEROSPACE$286,1490.07%766CommonSOLE
46090E103QQQINVESCO QQQ TR$284,3730.07%386CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$279,7200.07%565CommonSOLE
922908363VOOVANGUARD INDEX FDS$273,9590.07%399CommonSOLE
26884L109EQTEQT CORP$269,7340.07%5,073CommonSOLE
68389X105ORCLORACLE CORP$269,2410.07%1,837CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$266,4190.07%1,082CommonSOLE
682680103OKEONEOK INC NEW$262,7330.07%3,022CommonSOLE
64110L106NFLXNETFLIX INC.$262,5380.07%3,677CommonSOLE
922908538VOTVANGUARD INDEX FDS$258,0760.06%843CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$252,7670.06%2,574CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$249,1100.06%1,982CommonNONE
889478103TOLTOLL BROTHERS INC$247,1250.06%1,500CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$246,8890.06%1,984CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$246,4260.06%516CommonSOLE
655663102NDSNNORDSON CORP$241,6190.06%801CommonNONE
001055102AFLAFLAC INC$241,5350.06%2,060CommonSOLE
20825C104COPCONOCOPHILLIPS$240,6670.06%2,315CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$240,5580.06%794CommonSOLE
217204106CPRTCOPART INC$234,8790.06%8,332CommonSOLE
78468R788SPYDSPDR SERIES TRUST$224,8100.06%4,712CommonSOLE
256746108DLTRDOLLAR TREE INC$220,3710.06%1,822CommonNONE
949746101WMT2WELLS FARGO & CO$214,8890.05%2,600CommonSOLE
922908652VXFVANGUARD INDEX FDS$210,0170.05%853CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$208,0040.05%1,248CommonSOLE
084423102WRBBERKLEY W R CORP$204,6840.05%2,902CommonNONE
060505104BACBANK OF AMER CORP$203,3660.05%3,569CommonSOLE
N07059210ASMLASML HLDG NV$202,9230.05%102CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$202,2740.05%200CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$202,1410.05%403CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.